Conlon Construction Company 401(k) Profit Sharing Plan
Sponsored by Conlon Construction Company · EIN 420655227 · Plan #001
- Total assets
- $29.0M
- Net assets
- $29.0M
- Active participants
- 161
- With balances
- 141
Plan year beginning 01/01/2024 · 401(k)
Linked investment advisers
Advisory firms matched from Schedule C service providers (investment codes 26-28).
| Firm | Match | Plan year |
|---|---|---|
| Strategic Retirement Partners, Llc CRD 297011 | deterministic · 100% | 2024 |
Service providers
Schedule C providers paid $5,000+ (large plans only).
| Provider | Services | Direct comp |
|---|---|---|
| July Business Services Llc | Recordkeeping | $24,983 |
| Strategic Retirement Partners | Investment advisory (participants), Investment advisory (plan) | $14,168 |
| Htlf Retirement Plan Services | Investment advisory (participants), Investment advisory (plan), Recordkeeping fees | $11,774 |